# Plumbers Local Union No 200 Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/plumbers-local-union-no-200-pension-fund-board-of-trustees-113125387-001

> Plumbers Local Union No 200 Pension Fund Board Of Trustees's DB plan: 692 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers Local Union No 200 Pension Fund Board Of Trustees

- **Sponsor EIN:** 113125387

- **Sponsor Address:** 2121 5TH AVE, RONKOMKOMA, NY, 11779

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 692

- **Total Assets:** $136.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|692|$136.2M|$6.5M|$0|

| 2023|708|$123.3M|$6.0M|$0|

| 2022|693|$109.6M|$6.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PLU NO. 200 WELFARE FUND|Other Service Provider|$178,743|—|$178,743|

| COLUMBIA MANAGEMENT INVESTMENTS|Other Service Provider|$62,813|$65,334|$128,147|

| AMERICAN REALTY ADVISORS|Other Service Provider|$91,432|—|$91,432|

| KBA 74|Other Service Provider|$55,675|—|$55,675|

| INTERCONTINENTAL REAL ESTATE|Other Service Provider|$37,488|—|$37,488|

| QUAN-VEST CONSULTANTS|Other Service Provider|$32,437|—|$32,437|

| WESTERN ASSET MANAGEMENT|Other Service Provider|$31,152|—|$31,152|

| ARCHER BYINGTON GLENNON & LEVINE|Other Service Provider|$28,453|—|$28,453|

| BANK OF AMERICA|Other Service Provider|$25,412|—|$25,412|

| CITRIN COOPERMAN & COMPANY LLP|Other Service Provider|$15,636|—|$15,636|

| KMR SYSTEMS CORP|Other Service Provider|$10,302|—|$10,302|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $634,877

- **Estimated Expense Ratio:** 0.466% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$623,265|$280,733|—|$12,506|—|

| 2023|$630,948|$308,700|—|$17,422|—|

| 2022|$604,653|$301,398|—|—|$95,167|

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